Setting the clinic name and address patients see during eBooking

When patients book appointments online, they see your clinic's name and address when prompted to select a clinic location (for multi-location clinics).

They also see this information when they receive notifications regarding their booking (if show location is enabled for the appointment type).

You can modify what information appears for patients in each location's settings.

Steps

1. From the main menu, click Settings > Account information > Locations.

2. If your clinic has multiple locations that share the same CHR system, a list of locations display. Otherwise, your single clinic name displays.

3. Select the location you want to update or add a description for. The Update location window opens. Click the eBooking tab.

4. Using the following table, set or modify the clinic name or contact information for eBooking.

📌 Note: If you don't want a particular part of the address to display (for example, the country), leave the field blank. However, a map will not be included with the patient notifications if don't fill out all the fields (with the exception of Address Line 2).

General tab

Field	Description
Location Name	Type your clinic location name as you want it to display in the CHR. 📌 Note: This is the location name that patients see when using eBooking and in appointment notifications.
Public	The default is No. This location is hidden from patients in eBooking/patient portal. Select Yes for patients to see the location in eBooking/patient portal.
Internal name	This field is how the location appears in your schedule. This name is not visible to patients.
Color	Select a colour.
Default visit type when booking appointments	When booking appointments you must select a visit type. To save this extra click, you can set a default visit type for each location. 📌 Note: You must have your schedule set to the correct location before booking the appointment for the default to populate in the appointment. When in the schedule and the visit type filter is set to All this default is used. When the filter is set to Physical or Virtual the visit type pulls from the filter, and not the default.
Address Line 1	Type your clinic location address.
Address Line 2	Type your clinic location address, if there is more than one address line.
City	Type your clinic location city.
State/Province/Region	Type your clinic location province.
Country	Type your clinic location country.
Zip/Postal code	Type your clinic location postal code.
Phone number	Type your clinic location phone number.
Email address	Type your clinic location email address.
Fax number	Type your clinic location fax number.

eBooking tab

Online booking description title	Type the title you want to display in the specific location information pop-up window in eBooking.
Online booking description text	Type the clinic location description you want to display in the specific location information pop-up window in eBooking. Refer to Adding or modifying location descriptions for eBooking.
Online booking group label	You can group a location or a set of locations under a specific group label. Refer to Categorizing or grouping locations for eBooking 📌 Note: A location can only have one group label.
Time zone	Select the time zone for your specific location. 📌 Notes: You can have a location with a different time zone than your CHR's time zone. For eBooking, the appointment time zone pulls from the location's time zone. If this is not configured, the default time zone is your clinic’s account time zone.
Important Message	The default is No to hide this location from patients in eBooking/patient portal. Select Yes so patients see a pop-up of the online booking description after they select this location.

5. Click Save.

Tags: e-booking, online booking

Updated March 8, 2024